Brookwood Investment Group’s UPAR Ultra Risk Parity ETF UPAR Stock Holding History

Brookwood Investment Group’s Portfolio UPAR Stock Details UPAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$203K	Buy	12,524 +432	+4%	+$7.21K	0.02%	508
2026 Q1	$196K	Buy	+12,092	New	+$200K	0.02%	491

Other funds holding UPAR

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Brookwood Investment Group's UPAR Position: Q2 2026 in Review

Brookwood Investment Group increased its UPAR Ultra Risk Parity ETF (UPAR) stake by 3.6% in Q2 2026, buying an estimated $7.21K and bringing the position to 12,524 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #508.

Brookwood Investment Group first reported a position in UPAR in Q1 2026 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold UPAR as of Q2 2026.

Brookwood Investment Group held 12,524 shares of UPAR Ultra Risk Parity ETF worth $203K as of Q2 2026.
Brookwood Investment Group bought 432 UPAR Ultra Risk Parity ETF shares in Q2 2026, an estimated $7.21K.
UPAR Ultra Risk Parity ETF made up 0.02% of Brookwood Investment Group's portfolio in Q2 2026, its #508 holding.
Brookwood Investment Group first reported a position in UPAR Ultra Risk Parity ETF in Q1 2026 and has held it in 2 quarters since.
3 funds tracked by Wall St. Rank held UPAR Ultra Risk Parity ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.